See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,086 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,483 | $93,131-67.3% | $106,548-71.4% | $86,799-64.9% |
| Participation rate | 94.2% | 81.4%+12.8pp | 76.1%+18.1pp | 72.3%+21.9pp |
| Annual return | 15.78% | 19.45%-3.7pp | 26.80%-11.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $1,818 | $2,895-37.2% | $2,819-35.5% | $2,405-24.4% |
| Participant deferral / active EE | $2,764 | $4,708-41.3% | $4,398-37.2% | $4,131-33.1% |
| Admin fee / account holder | $90 | $145-37.9% | $7,407-98.8% | $170-46.9% |